Getting Started with Quark Publishing Platform February 2019 Update

Transcription

1 Getting Started with Quark Publishing Platform February 2019 Update

2 Contents Getting Started with Quark Publishing Platform February 2019 Update...1 Related Documents...3 Quark Publishing Platform components...5 Compatibility matrix...5 Server components...18 Other optional components...18 Client components...18 System requirements...19 Quark Publishing Platform Server: Windows...19 Hardware...20 Software...20 Supported virtualization platforms*...21 Quark Publishing Platform Database*...21 Supported web containers...21 Quark Publishing Asset Repository Windows...21 QuarkXPress Server...22 Quark Publishing Platform Client: macos...22 Hardware...22 Software...22 Quark Publishing Platform Client: Windows...22 Hardware...22 Software...22 Quark Publishing Platform Web Client and Web Admin...22 Quark Author Web Edition...23 Quark Publishing Platform Adapter for Microsoft Office - Word...23 Quark Publishing Platform Adapter for Microsoft Office - Excel...23 Quark Publishing Platform Adapter for Microsoft Office - PowerPoint...24 Quark Publishing Platform Adapter for Microsoft Office - Visio...24 Quark XML Author for Quark Publishing Platform...24 QuarkXPress for Quark Publishing Platform...24 QuarkCopyDesk for Quark Publishing Platform...24 GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE I

3 Installing Quark Publishing Platform software...25 Installing Quark Publishing Platform Database...25 Installing Quark Publishing Platform Database on Windows MS SQL Server...25 Creating/updating databases if Windows authentication only is supported...27 Installing Quark Publishing Platform Database on Windows Oracle...28 Configuring Quark Publishing Platform schema for Oracle on Linux...29 Deploying Amazon SQL Server (RDS) for Quark Publishing Platform...30 Installing QuarkXPress Server...36 Installing Quark Publishing Platform Server...36 Windows...36 Quark Publishing Platform Script Manager...38 Silent installation of Platform Server...38 Installing Quark Publishing Platform Client...38 macos...38 Windows...39 Installing Quark XML Author for Quark Publishing Platform...39 Configuring Quark XML Author for web sharing...39 Configuring the Platform Adapters for Microsoft Office components for web sharing...40 Configuring the Quark Publishing Platform Adapter for Microsoft Office - Word..41 Configuring the Quark Publishing Platform Adapter for Microsoft Office - Excel..41 Configuring the Quark Publishing Platform Adapter for Microsoft Office - PowerPoint...41 Configuring the Quark Publishing Platform Adapter for Microsoft Office - Visio...41 Manually installing Quark Publishing Platform XTensions software...42 Windows...42 Making changes after installation...43 Allocating RAM for Quark Publishing Platform Server...43 Upgrading to Quark Publishing Platform Upgrading Quark Publishing Platform Server (Windows)...45 Upgrading the Quark Publishing Platform database...46 Upgrading Quark Publishing Platform database (Windows): MS SQL Server or Oracle...47 Upgrading Quark Publishing Platform database (Linux): Oracle...47 Upgrading Quark Publishing Platform XTensions software for QuarkXPress Server...48 Quark Publishing Platform SDK documentation...49 Starting Quark Publishing Platform Server...50 Windows...50 Uninstalling...51 Uninstalling Quark Publishing Platform Server Windows...51 ii Getting Started with Quark Publishing Platform February 2019 Update

4 Windows...51 Uninstalling Quark Publishing Platform Client and XTensions software...51 macos...51 Windows...51 Uninstalling Quark XML Author for Quark Publishing Platform...52 Changes in this version...53 New features in version New features in version New features in version New features in version New features in version New features in version New features in version New features in version New features in version New features in version Known and resolved issues...91 Contacting Quark...92 In the Americas...92 Outside the Americas...92 Legal notices...93 Getting Started with Quark Publishing Platform February 2019 Update iii

5 GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE Getting Started with Quark Publishing Platform February 2019 Update Quark Publishing Platform is composed of a set of modules that work together to enhance every aspect of enterprise publishing. From integrating with existing business systems to quickly enabling structured authoring, Quark Publishing Platform is an end-to-end content automation system that lowers costs, speeds time-to-market, and improves customer engagement and satisfaction. This document contains important information for evaluating your hardware and software requirements, preparing your environment, and installing Quark Publishing Platform. Additional documentation can be downloaded from the location where you downloaded Quark Publishing Platform. If you are installing Quark Publishing Platform for the first time, you must install your software components in the following order. Step Quark Publishing Platform database Quark Publishing Platform Server, see Installing Quark Publishing Platform Server or Upgrading Quark Publishing Platform database (Windows): MS SQL Server or Oracle. QuarkXPress Server QuarkXPress QuarkCopyDesk Quark Publishing Platform Client Quark XML Author Quark XML Author for Quark Publishing Platform Quark Publishing Platform Adapter for Microsoft Office Notes See Installing Quark Publishing Platform Database. The installer is available from The installer is available from The installer is available from The installer is available from The installer is available from The installer is available from The installer is available from The installer is available from Please see Compatibility matrix for information on compatibility of components. Platform February 2019 is a follow-on update to the Platform 2015 series. The underlying version for Platform 2015 is GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE 1

6 GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE QuarkXPress 2018, QuarkCopyDesk 2018, and QuarkXPress Server 2018 are included in this Platform February 2019 Update and designated by the underlying version Getting Started with Quark Publishing Platform February 2019 Update

7 RELATED DOCUMENTS Related Documents For more information about using the Quark Publishing Platform, you may need to reference the other Quark Publishing Platform documentation/resources listed below. Document/Item Name Description Where to find it Quark Publishing Platform User Guide Quark Publishing Platform REST Interface Guide Quark Publishing Platform Sys Admin Guide Quark Publishing Platform Upgrade Paths Quark Author Web Edition User Guide Quark Author Web Edition Sys Admin Guide A guide written for the end user of Quark Publishing Platform. The Guide provides a Quark Publishing Platform User Guide highlevel introduction to the Quark Publishing Platform Client application and the functionality Quark Publishing Platform adds to QuarkXPress and QuarkCopyDesk. You can use this Guide to learn what each feature is, what it s for, how you can put it to work for you, and where you can find it. A guide to using the Quark Publishing Platform REST interface which allows you access to the Platform s functionality using simple HTTP requests. This guide describes the tasks that administrators of Quark Publishing Platform perform for security, system configuration adjustments, and integration with other systems. This document describes the update paths from various QPS and Quark Publishing Platform versions to the most recent Quark Publishing Platform version. Provides information about using Quark Publishing Platform with Quark Author Web Edition. This guide is written for the end user of Quark Author Web Edition. The Guide provides a high-level introduction to the application and its functionality. This guide describes the tasks that administrators of Quark Author Web Edition perform for security, system configuration adjustments, and integration with other Support/Documentation/Q uark_publishing_platform Support/Documentation/Q uark_author_web_editio n GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE 3

8 RELATED DOCUMENTS Document/Item Name Description Where to find it systems. 4 Getting Started with Quark Publishing Platform February 2019 Update

9 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform components Quark Publishing Platform includes server and client components. These components have been tested on the hardware and software configurations listed below. Compatibility matrix The Platform August 2018 Update is the first Quark Enterprise Solutions delivery which includes support for the 2018 versions of QuarkXPress, QuarkCopyDesk, and QuarkXPress Server. The Platform technical release number (14.0) indicates compatibility with the new QuarkXPress 2018 family (14.0). This Platform release is an update to the Platform 2015 version series. The following table indicates which versions of Quark software are compatible with Quark Publishing Platform I=Installer available, U=Updater available. GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE 5

10 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 QuarkXPress Server (I) 11.1 (I) (I) (I) 12.2 (I) 13.0 (I) 13.1 (I) (I) (I) 6 Getting Started with Quark Publishing Platform February 2019 Update

11 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on Quark Publishing Platform Client 11.0 (I/U) 11.1 (I/U) (I/U) (I/U) 12.0 (I/U) 13.0 (I/U) 13.1 (I/U ) 13.2 (I/U).0 (I/ U) Getting Started with Quark Publishing Platform February 2019 Update 7

12 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Quark Publishing Platform Server 11.0 (I/U) 11.1 (I/U) (I/U) (I/U) 12.0 (I/U) 13.0 (I/U) 13.1 (I/U ) 13.2 (I/U) 14.0 (I/ U) 8 Getting Started with Quark Publishing Platform February 2019 Update

13 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Quark Publishing Platform Server SDK 11.0 (I) 11.1 (I) (I) (I) 12.0 (I) 13.0 (I) 13.1 (I) 13.2 (I) 14.0 (I) Getting Started with Quark Publishing Platform February 2019 Update 9

14 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Quark Publishing Platform Client SDK 11.0 (I) 11.1 (I) (I) (I) 12.0 (I) 13.0 (I) 13.1 (I) 13.2 (I) 14.0 (I) 10 Getting Started with Quark Publishing Platform February 2019 Update

15 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Quark Publishing Platform XTensions SDK for QuarkXPress 11.0 (I) 11.1 (I) (I) (I) 12.0 (I) 13.0 (I) 13.1 (I) 13.2 (I) 14.0 (I) Getting Started with Quark Publishing Platform February 2019 Update 11

16 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Quark Publishing Platform XTensions SDK for QuarkCopyDesk 11.1 (I) 11.1 (I) (I) (I) 12.0 (I) Getting Started with Quark Publishing Platform February 2019 Update

17 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Quark XML Author for Quark Publishing Platform 11.0 (Base d on XML Auth or 11.1 (Based on XML Author ) (I) (Based on XML Author (Based on XML Author 5.2.1) 12.0 (Based on XML Author 5.5) (I) 13.0 (Based on XML Author 6.0) 13.1 (Bas ed on XM L 13.2 (Base d on XML Auth or 14.0 (B as ed on Getting Started with Quark Publishing Platform February 2019 Update 13

18 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on ) (I) 5.2) (I) (I) (I) Aut hor 6.1) (I) 6.2) (I) X M L Au th or 14 Getting Started with Quark Publishing Platform February 2019 Update

19 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on ) (I) Quark Publishing Getting Started with Quark Publishing Platform February 2019 Update 15

20 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Platform Adapter for Microsoft Office Adobe InDesign/InCop y Plugins for Getting Started with Quark Publishing Platform February 2019 Update

21 QUARK PUBLISHING PLATFORM COMPONENTS Quark Publishing Platform Solution Versi on Vers ion 13.1 Versi on 13.2 Ve rsi on 14.0 Quark Publishing Platform Getting Started with Quark Publishing Platform February 2019 Update 17

22 QUARK PUBLISHING PLATFORM COMPONENTS Server components Quark Publishing Platform Server software QuarkXPress Server (see the Getting Started with QuarkXPress Server file for minimum system requirements and installation instructions) Quark License Administrator (QLA) 4.6 (for Quark software license management) Other optional components Quark Publishing Platform database using Oracle 12c (Windows Server 2012 or Linux 6.0). Quark Publishing Platform database using Microsoft SQL Server 2016, Microsoft SQL Server 2012 with SP1, or Azure SQL database Quark Publishing Platform Script Manager (for automating tasks) Client components Quark Publishing Platform Client Quark Publishing Platform Web Client Quark Publishing Platform Web Admin Client QuarkCopyDesk with Quark Publishing Platform XTensions software for QuarkCopyDesk QuarkXPress with Quark Publishing Platform XTensions software for QuarkXPress Quark XML Author for Quark Publishing Platform Quark Publishing Platform Adapter for Microsoft Office Quark Author - Web Edition Script Manager 18 Getting Started with Quark Publishing Platform February 2019 Update

23 SYSTEM REQUIREMENTS System requirements The Quark Publishing Platform system requirements listed below are baseline requirements, but your number of users, number of assets, and number of asset revisions affect system performance. The requirements with an asterisk are affected by these variables. RAM requirements do not include other third-party application requirements on the computer, so factor accordingly. Also, the requirements for QuarkXPress Server, QuarkXPress, and QuarkCopyDesk are not listed below. See the readme files for these applications for system requirements (stored in the Documents folder at the root level of the application folder). The operating system requirements listed in this document include the most current patches and service packs. Quark Publishing Platform Server: Windows This section lists baseline minimum requirements for evaluation and demonstration. Like any enterprise system, performance is highly contextual based on data complexity, number of requests, and IT infrastructure. Your specific requirements for production shall require development as part of the overall solution planning process. For more information, please contact or your Quark sales contact. Scaling a system up for production usage increases competition for limited hardware and network resources. Here are some considerations to take into account when thinking about a new or expanded deployment: User profile analysis (e.g. user group locations, active hours of usage, rough distribution of user personas) Number of named users Estimated average and peak number of concurrent users Estimated user activity based on role Number of revisions each user produces in an hour Number of previews each user requests in an hour Number of searches each user may run in an hour Number of publications delivered per week (on average) System data analysis Current number of assets by file type GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE 19

24 SYSTEM REQUIREMENTS Number of revisions for each asset Average asset size System automation analysis Number and complexity of additional interconnected systems Number and complexity of automated system tasks Frequency of major editorial and publishing cycles Estimated content richness, on average Number of document types Number of estimated documents for each document type Number of pages in each document Number of tables in each document Number of page layouts in a single document intended for print output (i.e. portrait or landscape) Number of interactive elements in a single document intended for digital output Number of image references per document Number of other references per document Hardware Table 1: Baseline minimum requirements Server Type Minimum Ram Minimum Cores Disk Space Database 8GB total RAM CPU: 4 Core Intel Xeon, 64-bit 50GB 25GB hard disk space for Platform Server 8GB total RAM* CPU: 4 Core Intel Xeon, 64-bit Quark Publishing Platform Server installation. 50GB to 150GB hard disk space for storing the assets. Quark does not recommend using low-end desktop computers and laptops as server computers. Software Quark Publishing Platform Server Windows Server 2012 R2, 64-bit, Windows Server 2016, 64-bit Java Runtime Environment 1.8 Quark License Administrator (QLA) or QLA Server 4.6 (Windows only) Required for Quark Publishing Platform Server and QuarkXPress Server 20 Getting Started with Quark Publishing Platform February 2019 Update

25 SYSTEM REQUIREMENTS Quark Publishing Platform Server QuarkXPress Server QuarkXPress Server is required for Quark Publishing Platform Server Quark recommends improving performance by installing and running QuarkXPress Server with a minimum of four active sub-renderers.net Framework or later Supported virtualization platforms* VMware ESXi (virtualization platform) Microsoft Hyper V Quark Publishing Platform Database* Databases Supported Microsoft SQL Server 2016(Standard Edition or Enterprise Edition) SQL Server Microsoft SQL Server 2012 SP1 (Standard Edition or Enterprise Edition) Microsoft Azure SQL Oracle Oracle 12c (with latest patch set) on Windows Server 2012 and Red Hat Linux Enterprise 6.0 edition. If you plan to use a Microsoft SQL Server database, you must first install Microsoft SQL Server. If you plan to use an Oracle database on Windows, you must first install Oracle. Then run the Quark Publishing Platform Server.exe installer on Windows, click Install Platform Database, and follow instructions on the screen to create Quark Publishing Platform schema in your Microsoft SQL Server database or Oracle database. Supported web containers Quark Publishing Platform Server can run in the following Web containers: Web containers Supported Certified On Apache Tomcat (embedded or external) 7.x IBM WebSphere x Quark Publishing Asset Repository Windows For production, Quark recommends that a SAN (Storage Area Network) be used as the File server. Create the Asset Repository on the same machine on which Quark Publishing Server is running. We do support remote mounts for File Servers but they are not recommended. Getting Started with Quark Publishing Platform February 2019 Update 21

26 SYSTEM REQUIREMENTS QuarkXPress Server For QuarkXPress Server hardware recommendations, please see the Getting Started with QuarkXPress Server. Quark Publishing Platform Client: macos Hardware 4GB total RAM* (8GB recommended) 2GB hard disk space for program files and enough hard disk space to store checked-out assets* 64-bit TCP/IP network Software macos x (Yosemite), x (El Capitan), macos x (Sierra), or macos x (High Sierra) Quark Publishing Platform Client: Windows Hardware 4GB total RAM* (8GB recommended) 2GB hard disk space for program files and enough hard disk space to store checked-out assets* 64-bit Software Microsoft Windows 7 SP1 (Business or Ultimate Edition), Windows 8.1 (64 bit) or Windows 10 (64 bit).net Framework or later Quark Publishing Platform Web Client and Web Admin Browser Supported Not Supported Microsoft Edge X Internet Explorer 11 X Internet Explorer 10 X Internet Explorer 9 X Internet Explorer 8 X 22 Getting Started with Quark Publishing Platform February 2019 Update

27 SYSTEM REQUIREMENTS Browser Supported Not Supported Google Chrome (latest released version) X Mozilla Firefox (latest released version) X Apple Safari (latest released version) X Quark Author Web Edition Browser Supported Not Supported Microsoft Edge X Internet Explorer 11* X Internet Explorer 10 X Internet Explorer 9 X Google Chrome (latest released version) X Mozilla Firefox (latest released version) X Apple Safari (latest released version) X *Some features of Quark Author rely on IE 10 compatibility mode. Quark Publishing Platform Adapter for Microsoft Office - Word Quark Publishing Platform supports Microsoft Office - Word bit, bit and 64-bit, bit and 64-bit and Office 365 Desktop Edition (with Word 2013 and 2016). Prerequisites:.NET framework or later Visual Studio Tools for Office Runtime Quark Publishing Platform Adapter for Microsoft Office - Excel Quark Publishing Platform supports Microsoft Office - Excel bit, bit and 64-bit, bit and 64-bit and Office 365 Desktop Edition (with Excel 2013 and 2016). Prerequisites:.NET framework or later Visual Studio Tools for Office Runtime Getting Started with Quark Publishing Platform February 2019 Update 23

28 SYSTEM REQUIREMENTS Quark Publishing Platform Adapter for Microsoft Office - PowerPoint Quark Publishing Platform supports Microsoft Office - PowerPoint bit, bit and 64-bit, bit and 64-bit and Office 365 Desktop Edition (with PowerPoint 2013 and 2016). Prerequisites:.NET framework or later Visual Studio Tools for Office Runtime Quark Publishing Platform Adapter for Microsoft Office - Visio Quark Publishing Platform supports Microsoft Office - Visio bit and 64-bit, bit and 64-bit and Office 365 Desktop Edition (with Visio 2013 and 2016). Prerequisites:.NET framework or later Visual Studio Tools for Office Runtime Quark XML Author for Quark Publishing Platform Quark Publishing Platform supports Quark XML Author 6.3. For Quark XML Author system requirements, see the Quark XML Author for Quark Publishing Platform ReadMe. QuarkXPress for Quark Publishing Platform Quark Publishing Platform supports QuarkXPress For QuarkXPress system requirements, see the Getting Started with QuarkXPress. QuarkCopyDesk for Quark Publishing Platform Quark Publishing Platform supports QuarkCopyDesk For QuarkCopyDesk system requirements, see the QuarkCopyDesk ReadMe. 24 Getting Started with Quark Publishing Platform February 2019 Update

29 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE Installing Quark Publishing Platform software Quark Publishing Platform includes multiple installers for server and client components. These installers must be run in the sequence below. If you do not follow the sequence below, you will need to copy files manually after completing all the Quark Publishing Platform software installations Quark Publishing Platform Database QuarkXPress Server Quark Publishing Platform Server QuarkCopyDesk QuarkXPress Quark Publishing Platform Client (this installer also installs Quark Publishing Platform XTensions software for QuarkCopyDesk and QuarkXPress) Quark XML Author for Quark Publishing Platform Quark Publishing Platform Adapters for Microsoft Office Installing Quark Publishing Platform Database You have three options for installing your Quark Publishing Platform Database: MS SQL Server, Azure SQL, and Oracle. For Azure SQL, please contact your Quark Enterprise representative. For the others, please follow the instructions below. If you experience any problems while installing your Quark Publishing Platform Database, consult the log files (QPSDb.log) created during the installation. These can be found here: AppData/Local/Temp Installing Quark Publishing Platform Database on Windows MS SQL Server You must install and configure Microsoft SQL Server on Windows before you can install the Quark Publishing Platform Database for MS SQL Server. The following two configuration settings are required for MS SQL Server: The service SQL Server Browser must be enabled during the installation or upgrade. GETTING STARTED WITH QUARK PUBLISHING PLATFORM FEBRUARY 2019 UPDATE 25

30 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE Use the MS SQL Server Configuration Manager to enable TCP/IP network protocols. You install the Quark Publishing Platform Database with the Quark Publishing Platform Database installer ( Setup.exe in the Installer/Database folder) or the Quark Publishing Platform Server Installer ( Quark Publishing Platform Server.exe ). To install the Quark Publishing Platform Database for MS SQL Server: 1. Double-click the Setup.exe file in the Installer/Database folder. The Quark Publishing Platform Database Setup dialog box displays. 2. Click Next. The License Agreement screen displays. 3. Select I accept the terms in the license agreement and click Next. The Database Information screen displays. 4. Choose SQL Server from the Select Database Type drop-down menu. Under Choose Database Preference, select either Create new Database or Use already existing Database, and click Next. A screen for entering your MS SQL Server information displays. 5. Enter [host name]\[instance name],[port Number] in thehost/instance Name,Port Number field. The port value appears in SQL Server Configuration Manager which is installed with SQL Server. 6. Enter the name of the Quark Publishing Platform Database you want to create or use in the Database Name field. The installer creates a database with this name Enter the user name or login name for the database in the User Name field. Enter a password for the login name/user name in the User Password field. The installer creates a login with the name and password and gives that login the db_owner role Click Browse in the Database Destination Folder area to specify the path for storing database data files. Click Next. The Ready to Install the Application screen displays Click Install. When the installation concludes, click Finish. If you chose the Use already existing Database option, then a blank database and the user/login name must already exist with the following characteristics: The database cannot contain any table with a name beginning with QPP. The database must have three file groups and each file group must be associated with one file on the file system: 26 Getting Started with Quark Publishing Platform February 2019 Update

31 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE Index_QPP Blob_QPP Data_QPP The database must have the given values for the following parameters: Auto Update Statistics Asynchronously = True Is Read Committed Snapshot On = True Parameterization = Forced Recursive Triggers Enabled =True The user name/login name should have either a db_owner role or the user name/login name should have the db_dbwriter, db_dbreader and db_ddladmin roles. Put all the necessary information in the UI screen. On completion, the QPP Schema containing all the QPP tables will be created in this database. Installing database from a separate machine If you want to run the Platform Database installer from a different machine than the one on which the MS SQL database is installed: 1. Meet the following prerequisites: MS SQL Server Management Studio is installed on the machine. The logged-on Windows user must have a sysadmin role on the MS SQL machine with Windows authentication. If the user does not want a sysadmin role, then a database which already exists in the user s MS SQL Server must be provided. A folder for data files must exist on the machine on which the database MS SQL server is installed. This folder should contain the following subfolder: c:/test/qppdata/testdb/, where TestDb is a folder name that is the same as the name of the database to be created. 2. Follow the instructions for installing the database, giving the folder c:\test ( for example, this can be any folder) as the destination folder for data files while creating the database. Creating/updating databases if Windows authentication only is supported Quark Publishing Platform supports MS SQL Server with Windows authentication and mixed mode authentication. If you are using MS SQL Server with Windows authentication then use the following instructions to create the database for Quark Publishing Platform Server. The database folder contains two.bat files, CreateAndSetupSSO.bat and UpdateUsingSSO.bat. These files rely on the logged-on user s credentials and do not require a database username and password. Getting Started with Quark Publishing Platform February 2019 Update 27

32 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE To create or update the database: Open the Update or Create folder in the Database folder. Run the CreateAndSetupSSO.bat to create the Quark Publishing Platform database, or the UpdateUsingSSO.bat to update the existing database, with the following arguments: HOSTNAME: The hostname where the database is to be created. INSTANCENAME: The name of the already created database instance, if the instance is running on a non-default port. Enter the port number separated by <,> without any spaces and enclosed in (e.g. mssqlserver,12345 ). DATABASE: The name of the database to be created. DESTINATION: Drive in which data files are to be created. Destination path must be enclosed in, and must end with a \. Leave blank if the database already exists. Installing Quark Publishing Platform Database on Windows Oracle You must install and configure Oracle before you can install the Quark Publishing Platform Database for Oracle. You can install the Quark Publishing Platform Database for Oracle on Windows with the Quark Publishing Platform Database installer ( Setup.exe in the Installer/Database folder) or the Quark Publishing Platform Server installer ( Quark Publishing Platform Server.exe ). To install the Quark Publishing Platform Database for Oracle: Copy the Setup.exe file on the machine on which the Oracle database is installed and running. Double-click the Setup.exe file in the Installer/Database folder. The Quark Publishing Platform Database Setup dialog box displays. You can also access the Quark Publishing Platform Database Setup dialog box by double-clicking the Quark Publishing Platform Server.exe file and then clicking Install QPP Database 3. Click Next. The License Agreement screen displays. 4. Click I accept the terms in the license agreement and click Next. The Database Information screen displays Enter the Oracle Service Name in the Instance Name field. Enter the password of the database SYS user in the SYS Password field. Enter the name of the Quark Publishing Platform schema that you want to create in the Schema Name field. Enter the password of the Quark Publishing Platform schema in the Schema Password field. The installer creates a schema with the given name and password. 28 Getting Started with Quark Publishing Platform February 2019 Update

33 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE Select the paths for storing data files, index files, and LOB files in the Destination Folder for area. Click Next. The Ready to Install the Application screen displays Click Install. When the installation concludes, click Finish. If you want to use an already existing database, you do not need to provide the Sys Password when installing the database, but a blank database and the user/login name must already exist with the following characteristics: The existing database user name cannot own any tablespace with the name QPP. The database user must have the following roles: CREATE session CREATE table CREATE view CREATE procedure create TRIGGER create SEQUENCE CREATE synonym The database user must have the following QUOTA (as described with examples): ALTER USER DbUser DEFAULT TABLESPACE DATA_QPP; ALTER USER DbUser QUOTA UNLIMITED ON DATA_QPP; ALTER USER DbUser QUOTA UNLIMITED ON INDEX_QPP; ALTER USER DbUser QUOTA UNLIMITED ON BLOB_QPP; ALTER USER DbUser QUOTA 0 ON SYSTEM; ALTER USER DbUser QUOTA 0 ON SYSAUX; Configuring Quark Publishing Platform schema for Oracle on Linux Before setting up the Quark Publishing Platform schema, make sure that Oracle software is already installed on the computer with a database on which you will configure your Quark Publishing Platform schema. Available as part of the Quark Publishing Platform package, the scripts for creating the Quark Publishing Platform schema for Oracle do not create the database. The Linux machine should have JRE 1.8 installed Open the Create folder in the Oracle folder. To create the Quark Publishing Platform schema, run CreateAndSetup.sh (macos/linux) or CreateAndSetup.bat (Windows) with the following arguments: Getting Started with Quark Publishing Platform February 2019 Update 29

34 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE SysPwd: password of the SYS user in the database QPPUser: name of the Quark Publishing Platform schema that you want to create QPPPwd: password for the Quark Publishing Platform schema ServiceName: Oracle Service Name DataDest: Path where data files are to be created IdxDest: Path where index files are to be created LobDest: Path where lob files are to be created 3. The script performs the following: Create Tablespaces Create Schema/User Create Tables Create Indexes Create Procedures Initialize Setup data Initialize User data Create Foreign Keys Create Quartz Schema 4. Although you can use individual scripts provided for each of the tasks listed above, Quark recommends following the prompts and providing information while running CreateAndSetup.sh or CreateAndSetup.bat. Deploying Amazon SQL Server (RDS) for Quark Publishing Platform This section describes the steps necessary to use Amazon SQL Server for Quark Publishing Platform. Prerequisites A valid Amazon subscription is required. Although an existing Virtual Public Cloud (VPC) can be used, Quark recommends creating a new VPC to logically separate and manage Quark resources. Create a new VPC: Log on to the Amazon Portal at On the AWS Management Console, under Networking & Content Delivery, Click VPC. On the VPC Dashboard menu, click Your VPCs. Click Create VPC. Specify the Name tag, and the IPv4 CIDR block. 30 Getting Started with Quark Publishing Platform February 2019 Update

35 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE 6. Click Create. Create subnets: On the VPC Dashboard menu, click Subnets. Create two subnets using the Create subnet button. Specify the Name tag and from the VPC drop-down menu choose the VPC that is the same as that of Quark Publishing Server VPC. Each subnet should be in different availability zones. Create a security group: On the VPC Dashboard menu, click Security Groups. Click Create security group. Specify a Security group name and Description, and click Create. Check the box next to your newly created security group and choose Edit inbound rules from the Actions drop-down menu. Add an inbound rule in which port 1433 is open. Create SQL Server (RDS Service) Log on to the Amazon Portal at On the AWS Management Console, under Database, click RDS. On the Dashboard menu, click Subnet groups. Click Create DB subnet group. Getting Started with Quark Publishing Platform February 2019 Update 31

36 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE Specify a Name and Description Under VPC, Choose the same VPC as that of Quark Publishing Platform server. Under Add subnets, include both subnets created for the RDS service Click Create. Navigate back to the dashboard and Click Create database. On the Select engine pane: Select the Microsoft SQL server as the database engine. Select the SQL server edition. Quark recommends using SQL Server Enterprise Edition. 7. Click Next. 32 Getting Started with Quark Publishing Platform February 2019 Update

37 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE 8. On the Choose use case pane, select an option and click Next. On the Specify DB details pane: Choose SQL Server 2016 from the DB engine version drop-down menu. Choose an option from the DB instance class drop-down menu. This will be the machine configuration for your SQL server being created. Getting Started with Quark Publishing Platform February 2019 Update 33

38 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE In the Settings section of the Specify DB details pane: Specify a name for your SQL Server database in the DB instance identifier field. Specify the Master username and Master password. This username and password will be used to communicate with the SQL server. 9. Click Next. In the Network & Security section of the Configure advanced settings pane: Choose a VPC from the Virtual Private Cloud (VPC) drop-down menu that is the same as that of Quark Publishing Platform Server. Choose the subnet group that was created earlier from the Subnet group drop-down menu. 34 Getting Started with Quark Publishing Platform February 2019 Update

39 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE 10. Click Create database. The database service will be created. Note down the endpoint of the database service created above. Creating Platform Server database schema on AWS RDS for SQL Server Double-click the CreateAndSetup.bat file in the database Installer /database/cloud/sqlserver/create folder. Specify the following parameters: HostName: database host endpoint DatabaseName: database schema name LoginName: database user name Password: database user password Master username: Master username. Master username Password: password for the Master username Example: C:\database\cloud\sqlserver\Create>CreateAndSetup.bat qppserverdb.cdsy95nkcdwl.ap-south-1.rds.amazonaws.com Build82a Build82a yourdbpassword youruserid yourmasteruserpassword Configure Platform Server to use AWS RDS SQL database If Quark Publishing Platform Server is already installed: Open the Database.properties file in the Quark Publishing Platform server\conf folder. Add the SQL database details, altering values to match the installed system: qpp.jdbc.driverclassname=com.microsoft.sqlserver.jdbc.sqlserve rdriver qpp.jdbc.url = jdbc:sqlserver://qppserverdb.cdsy95nkcdwl.apsouth1.rds.amazonaws.com\\mssqlserver:1433;databasename=buildt est qpp.jdbc.username=buildtest qpp.jdbc.password=easy123 Save and close the file. Start Quark Publishing Platform Server. Configure Platform Server using the server installer Configure Platform Server to use AWS SQL using the server installer: Launch the Quark Publishing Platform Server installer. Enter the QLA details. Click Next. On the Database Information screen specify the following parameters: Getting Started with Quark Publishing Platform February 2019 Update 35

40 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE Host Name: Enter the hostname of the AWS SQL database server (RDS) created. Instance Name: Enter the instance name and port. Default values are mssqlserver and Database Name: Enter the name of the database created in the Creating Platform Server database schema on AWS RDS for SQL Server section. Database User Name: Enter the database username. Database User Password: Enter the password for the database username. 5. Click Next. Installing QuarkXPress Server For information on installing QuarkXPress Server, see the Getting Started with QuarkXPress Server file found here: When the Port and Folder Settings screen displays: check Enable HTTP Interface enter a port number (Record the port number because you will need it when you install Quark Publishing Platform Server.) check Enable the File System Document Pool click Browse, and specify a location Installing Quark Publishing Platform Server Windows To install the Quark Publishing Platform Server application: 1. Double-click the setup.exe file. The Quark Publishing Platform - Setup screen displays. 2. Click Next. The License Agreement screen displays. 3. Click I accept the terms in the license agreement, then click Next. The Software Verification screen displays. 4. Enter your validation code and click Next. The License Server Information screen displays with your serial number and date of installation Enter the IP address or hostname of your Quark License Administrator (QLA) computer in the Host Name or IP Address field. Enter the port number in the Port field. 36 Getting Started with Quark Publishing Platform February 2019 Update

41 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE If you use a QLA backup server, enter the hostname or IP address and port number in the Backup Host Name or IP Address and Port fields. Click Next. The Database Information screen displays. On the database information screen, check Use MS SQL Server with Windows/domain authentication when Windows or domain authentication is enabled on the SQL Server. 9. The validation code you entered in step 5 corresponds to your database choice, which displays in gray in the Choose Database control. The other options vary according to your choice. If you chose to use a Microsoft SQL Server database that you have already installed, SQL Server displays in gray. Enter the host name, instance name, port number, database name, database user name, and database user password for the Microsoft SQL Server database server. See Installing Quark Publishing Platform Database on Windows MS SQL Server for details. The default port for such a database is 1433, but yours may be different. To find out, check the database instance in SQL Server Configuration Manager. If you chose to use an Oracle database, Oracle displays in gray. Enter the host name, instance name, port number, database user name, and database user password for the Oracle server. See Installing Quark Publishing Platform Database on Windows Oracle for details. 10. Click Next. The Destination Folder screen displays. 11. For Quark Publishing Platform Server Windows Service configuration, choose an option from the Choose System drop-down menu. To specify local system account control, choose Local. To specify domain user control, choose Domain and enter a domain name, user name, and password. If you choose Domain, enter an account name that has administrative rights on the computer. 12. Click Next. The QuarkXPress Server Information screen displays. 13. Enter your QuarkXPress Server IP address and port number and click Next. The Ready to Install the Application screen displays Click Install. When installation is complete, the installer does the following things: It automatically opens the Quark Publishing Platform Server console and starts Quark Publishing Platform Server. After this initial launch, you can start and stop Quark Publishing Platform Server from the console. Getting Started with Quark Publishing Platform February 2019 Update 37

42 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE It displays the Quark Publishing Platform home page in the default Web browser. Quark Publishing Platform Script Manager Quark Publishing Platform Script Manager enables you to automate Quark Publishing Platform Server tasks with scripting. Quark Publishing Platform Script Manager is installed in the ScriptManager folder in the Quark Publishing Platform Server application folder. If you want to install Quark Publishing Platform Script Manager on another computer, copy the Quark Publishing Platform ScriptManager folder to the other computer. Quark Publishing Platform Script Manager must be configured to run on the same machine as Quark Publishing Platform Server. You must make changes to the batch file ( ScriptManagerStartup.bat for Windows) to include a path entry for the JRE. If you are running it on the same machine as Quark Publishing Platform Server, then that path can be C:[Server Install Path]\jre1.8-windows\bin. From Quark Publishing System 8.1 to 9.2, you had to be licensed to use Script Manager. As of Quark Publishing Platform 9.5, Script Manager is no longer a separate licensable item. Silent installation of Platform Server If you want to install the Platform server on more than one machine and do not want to enter the Database, QLA and QuarkXPress Server information again, you can use the silent installation feature of the Quark Publishing Platform Server Install the Quark Publishing Platform Server on one machine with all of the necessary information. Navigate to the Quark Publishing Platform Server installer folder. Copy the setup.xml and the silent.bat files to the same folder on the machine on which you will run the silent installation. Edit the silent.bat file in a text editor, giving the path of the installer for the Platform Server. Save the file. Double-click the silent.bat file. The Quark Publishing Platform Server will be installed without prompting for any information. The installation process will use the information about the Database, QLA and QuarkXPress Server from the setup.xml file. Installing Quark Publishing Platform Client macos To install the Quark Publishing Platform Client application: 38 Getting Started with Quark Publishing Platform February 2019 Update

43 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE Disable any virus protection software. If you are concerned about a virus infecting your computer, run a virus check on the Installer files and then disable your virus detection software before installing. Double-click the Quark Publishing Platform Client 2015 Installer.mpkg file and follow the instructions on the screen. You do not need to enter a validation code during the installation process. Windows To install the Quark Publishing Platform Client application: Disable any virus protection software. If you are concerned about a virus infecting your computer, run a virus check on the Installer files and then disable your virus detection software before installing. Double-click the Setup.exe file and follow the instructions on the screen. You do not need to enter a validation code during the installation process. Installing Quark XML Author for Quark Publishing Platform For information on installing Quark XML Author, see the Quark XML Author for Quark Publishing Platform ReadMe. Configuring Quark XML Author for web sharing The web sharing configuration is only recommended for standalone server installations and not for external web container deployments or EAR based deployments. If web sharing configuration is required under those scenarios you will need to work with Quark support. Configuring Quark XML Author for web sharing is optional. Web sharing installation and configuration is only intended for adding the ability for Platform end users to download and install XA and Office Adapters from the Platform landing page. The deployment location will be in the Quark Publishing Platform Server /webapps folder on the Platform server machine. To configure Quark XML Author for web sharing: Copy and extract the adapter archive Platform<version and build>_quark_xml_author.zip. From the extracted archive, copy/overwrite all files from the webapps\root folder to the Quark Publishing Platform Server\webapps\ROOT folder. From the extracted archive, copy all files from the webapps\clientinstallers\qxa Adapter folder to the Quark Publishing Platform Server\webapps\clientinstallers\ folder. Under Quark Publishing Platform Server\webapps\clientinstallers\QXA Adapter\BUSDOCS\en extract the BUSDOCS configuration archive, typically named XML_Author_<version and build>_for_platform_<version >_<Word Getting Started with Quark Publishing Platform February 2019 Update 39

44 INSTALLING QUARK PUBLISHING PLATFORM SOFTWARE version>_<configuration>_(unlimited).zip, e.g. XML_Author_ _for_Platform_14.0_BUSDOCS_(Unlimited).zip, and copy the 2010 folder to the Quark Publishing Platform Server\webapps\clientinstallers\QXA Adapter\BUSDOCS\en folder. The same steps need to be repeated for the Japanese archive under Quark Publishing Platform Server\webapps\clientinstallers\QXA Adapter\BUSDOCS\ja. 5. Under Quark Publishing Platform Server\webapps\clientinstallers\QXA Adapter\DITA\en extract the DITA configuration archive, typically named XML_Author_<version and build>_for_platform_<version >_<Word version>_<configuration>_(unlimited).zip, e.g. XML_Author_ _for_Platform_14.0_DITA_(Unlimited).zip, and copy the 2010 folder to the Quark Publishing Platform Server\webapps\clientinstallers\QXA Adapter\DITA\en folder. The same steps need to be repeated for the Japanese archive under Quark Publishing Platform Server\webapps\clientinstallers\QXA Adapter\DITA\ja. 6. Run the Batch file after updating the HostName/IP and the Port in the Batch file ConfigureAdapter.bat under clientinstallers/qxa Adapter/<configuration>/<language> Configuring the Platform Adapters for Microsoft Office components for web sharing The web sharing configuration is only recommended for standalone server installations and not for external web container deployments or EAR based deployments. If web sharing configuration is required under those scenarios you will need to work with Quark support. This chapter gives instruction on installing the following Microsoft Office components: Quark Publishing Platform Adapter for Microsoft Office - Word Quark Publishing Platform Adapter for Microsoft Office - Excel Quark Publishing Platform Adapter for Microsoft Office - PowerPoint Quark Publishing Platform Adapter for Microsoft Office - Visio The deployment location will be in the Quark Publishing Platform Server webapps folder on the Platform server machine. The following steps need to be completed before installing any of the components: Copy and extract the archive Platform<version and build>_adapter_for_office.zip. From the extracted archive, copy/overwrite all files from the webapps\root folder to the Quark Publishing Platform Server\webapps\ROOT folder. Copy the contents of the webapps\clientinstallers folder to the Quark Publishing Platform Server\webapps\clientinstallers folder. 40 Getting Started with Quark Publishing Platform February 2019 Update